Waddell & Associates, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $815 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $79.1M, Schwab Fundamental U S Small C with a value of $76.4M, Wisdomtree Tr Us Quality Divid with a value of $74.8M, Ishares Tr Global 100 ETF with a value of $67.3M, and Vanguard Intl Eqty Ftse All Wo with a value of $61.6M.
Examining the 13F form we can see an increase of $60.4M in the current position value, from $755M to 815M.
Below you can find more details about Waddell & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$815 Million
ETFs: $720 Million
Technology: $25.4 Million
Financial Services: $21.8 Million
Healthcare: $12 Million
Consumer Defensive: $9.51 Million
Consumer Cyclical: $8.18 Million
Communication Services: $6.28 Million
Energy: $3.89 Million
Other: $7.85 Million
Stock Holdings Table Market Cap. of $200 Billions or more
